How to automatically email QuickBooks Online Purchase Orders to a vendor
ApprovalMax allows to set up an email that will be sent to vendor once a QuickBooks Online Purchase Order has been fully approved - if the checkbox “Automatically email approved Purchase Order to vendor” has been ticked.
Responsible for this procedure is the Purchase Order Requester; the email form is located at the bottom of the Purchase Order creation form.
A PDF document generated by QuickBooks Online after the final approval as well as any attachments that have been added to the email form (see the "Attachments to vendor" section) will be sent with that email.
Such Purchase Orders will be emailed to the vendor as soon as the approval process has been completed successfully.
How to set up a default Email to the Vendor
ApprovalMax supports setting up a default Email to the Vendor for Organisations connected to QuickBooks Online. This feature is available under the Beta key. Please contact Customer Support team if you’d be interested to give it a try. This is how ...
Can a Purchase Order that was created and approved in ApprovalMax get sent to the Vendor by email afterwards?
If Purchase Order Requesters need to send an already approved Purchase Order to the Vendor, they can download the Purchase Order as a PDF file and email that to the Vendor:
How can I create a Purchase Order in ApprovalMax?
To create a Purchase Order (or any other request) in ApprovalMax, click on the "NEW REQUEST" button in the top right-hand corner near your Avatar: In the pop-up window, select the request type from the respective Organisation and click on "CREATE ...
Are there any files attached to the Purchase Order that gets sent to the Vendor?
A PDF file containing only the Purchase Order itself will be emailed to the Vendor after its final approval. If you attach any files to the Purchase Order, they will not be sent. However, when you select that your Purchase Order should be sent ...
Attaching files to Purchase Orders (for QuickBooks Online)
During the creation of Purchase Orders for QuickBooks Online, you can attach files. However, some technical limitations do apply: File extensions — PDF, Word, Excel, Images (same as in QuickBooks Online) Max. file size — 25 MB Max. amount of files — ...